Associating Merge Items with Document Types - System Administration - Cloud - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Cloud System Administration
Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 23.1
License
Standard
Essential
Premier

Once a Document Merge Item has been configured, it must be assigned to the Document Type(s) that will use it.

  1. From the OnBase Configuration module, click Document | Document Types. The Document Types dialog box is displayed.
  2. From the Document Type list, select the Document Type that you are assigning the Document Merge Item to.
  3. Click Merge. The Merge Items Configuration dialog box is displayed.
  4. From the Available list, select the Document Merge Item you want to assign to the selected Document Type.
  5. Click Add>> to assign the selected Document Merge Item(s) to Document Type. The Document Type Merge Item Settings dialog box is displayed.
    Note:

    These settings apply only to Front Office Scanning Indexing and Front Office Scanning Digital Signing Document Merge Items types.

  6. The options in the Position field allow you to specify the position of the Document Merge Item “stamp” on the on the document.
    In the Top and Left fields, enter the distance (in inches) you would like the top, left corner of the Document Merge Item “stamp” to be displayed from the top, left corner of the document.
  7. In the Page section, select the radio button that specifies which page(s) of the document you would like the Document Merge Item “stamp” to be applied to.

    Page Option

    Description

    First Page

    The Document Merge Item is displayed only on the first page of the document.

    Last Page

    The Document Merge Item is displayed only on the last page of the document.

    All Pages

    The Document Merge Item is displayed on all pages of the document.

    Page

    The Document Merge Item is displayed only on the specified page.

    Note:

    If there are fewer pages in the document than the selected page (e.g., the document contains two pages and the Document Merge Item is configured to display on the third page), the Document Merge Item is not applied to the document.
  8. When finished, click Save. The Document Type Merge Item Settings dialog box is closed and you are returned to the Merge Items Configuration dialog box.
    Note that the Document Merge Item that you selected in Step 4 has been moved from the Available list to the Selected list.
  9. Repeat Steps 4-8 for each Document Merge Item that you would like to assign to the Document Type.
    Note:

    Multiple Document Merge Items may be assigned to the same Document Type; however, only one of each type (e.g., Front Office Scanning Indexing, Front Office Scanning Digital Signing, HL7 Document Merge Item) can be assigned to each Document Type.

    To remove a Document Merge Item from the Selected list and return it to the available list (i.e., to remove the Document Merge Item from the Document Type), select it in the Selected list and click <<Remove.

  10. When all Document Merge Items have been configured for the Document Type, click Save to save your setting and close the Merge Items Configuration dialog box.
    The Document Merge Item "stamp" is automatically applied to the document when the user clicks a Document Type button and assigns the document to a Document Type configured to use the Document Merge Item.